See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,407 | $133,958-58.6% | $112,228-50.6% | $134,475-58.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -20.52% | 47.11%-67.6pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,482 | $4,038-13.8% | $3,635-4.2% | $4,740-26.5% |
| Participant deferral / active EE | $8,497 | $5,291+60.6% | $4,728+79.7% | $6,400+32.8% |
| Admin fee / account holder | $1,922 | $7,489-74.3% | $6,410-70.0% | $11,426-83.2% |